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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,049 | $67,602-82.2% | $82,312-85.4% | $70,126-82.8% |
| Participation rate | 36.1% | 72.8%-36.7pp | 76.9%-40.8pp | 69.5%-33.4pp |
| Annual return | 22.72% | 21.57%+1.2pp | 25.88%-3.2pp | 73.15%-50.4pp |
| Employer contribution / active EE | $623 | $1,755-64.5% | $2,428-74.4% | $2,343-73.4% |
| Participant deferral / active EE | $624 | $2,987-79.1% | $3,706-83.2% | $3,332-81.3% |
| Admin fee / account holder | $171 | $4,512-96.2% | $5,608-97.0% | $4,645-96.3% |